FLOWER CITY CAPITAL LLC
Adviser information for FLOWER CITY CAPITAL LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 671 | $249.6M |
Non-Discretionary | 20 | $21.2M |
Total | 691 | $270.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 80 | $29.2M |
HNW Individuals | 90 | $241.2M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $400,165 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 4 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUMFixed fees |
Principal Office
1 FISHERS RDSUITE 220
PITTSFORD
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 585-236-8501, Fax: None
Chief Compliance Officer
VINCE CRANE
CHIEF OPERATING OFFICER
1 FISHERS RD
SUITE 220
PITTSFORD
NY
United States
Tel:
585-236-8501
Fax:
N/A
V*****@********************M
(Full email address available in API data)
Regulatory Contact
MICHAEL RIZZOLO
PRINCIPAL
1 FISHERS RD
SUITE 220
PITTSFORD
NY
United States
Tel:
585-236-8501
M*******@********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
RIZZOLO, MICHAEL, ERMINIO | Individual | – | PRINCIPAL | 08/2015 | 50-75% |
HAWKS, THOMAS, HARRIS | Individual | – | SENIOR PARTNER | 03/2018 | 25-50% |
Crane, Vincent, Joseph | Individual | – | COO AND CHIEF COMPLIANCE OFFICER | 02/2021 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC | CAP STK CL A | 428K | 2K | – |
ALPHABET INC | CAP STK CL C | 286K | 2K | – |
AMAZON COM INC | COM | 559K | 3K | – |
APPLE INC | COM | 2M | 11K | – |
AXSOME THERAPEUTICS INC | COM | 242K | 3K | – |
CISCO SYS INC | COM | 231K | 5K | – |
HOME DEPOT INC | COM | 394K | 1K | – |
ISHARES TR | CORE S&P500 ETF | 7M | 13K | – |
ISHARES TR | MSCI EAFE ETF | 5M | 63K | – |
ISHARES TR | RUSSELL 2000 ETF | 359K | 2K | – |
ISHARES TR | U.S. TECH ETF | 244K | 2K | – |
JPMORGAN CHASE & CO. | COM | 269K | 1K | – |
MICROSOFT CORP | COM | 1M | 3K | – |
NVIDIA CORPORATION | COM | 687K | 6K | – |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 421K | 16K | – |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 997K | 26K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 3M | 45K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 266K | 6K | – |
SPDR SER TR | PORTFOLIO S&P500 | 1M | 21K | – |
VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 3M | 34K | – |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 19M | 269K | – |
VANGUARD INDEX FDS | GROWTH ETF | 603K | 2K | – |
VANGUARD INDEX FDS | MID CAP ETF | 284K | 1K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 11M | 22K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 306K | 1K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 1M | 4K | – |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 37M | 634K | – |
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 4M | 35K | – |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 383K | 3K | – |
VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 50M | 203K | – |
VANGUARD STAR FDS | VG TL INTL STK F | 543K | 9K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 1M | 25K | – |